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Salesforce setup and configuration

services


CoreValue offers expert help in enterprise-scale Salesforce setup and

configuration services. Swift Salesforce configuration enables seamless

transition to new business opportunities.

Salesforce Setup
Requirements configuration
Salesforce Setup
Workflows and processes
automation
Salesforce Setup
Security parameters
validation
Salesforce Setup
Salesforce team setup
 
 
 
Salesforce Setup
User interface and profiles
optimization
Salesforce Setup
Reports and
Dashboards setup
 
 

Salesforce installation and lean

onboarding


CoreValue’s solution and technology architects analyze your business challenges to see how the Salesforce platform can help solve them. Lean onboarding processes for Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, App Cloud result in overall business efficiency that has been tested and proven through experience. Salesforce installation and onboarding by our certified experts amplifies process quality and productivity.

Salesforce setup success stories

Skillfully implemented Salesforce CRM is a proven success for your enterprise. Salesforce setup best

practices below demonstrate how we helped our Partners maximize their business efficiency.

 





Effective Customer Management Solution

CoreValue’s team has also established effective Salesforce to Salesforce connections. For example, to effectively manage all financial data including business travel and expense, CoreValue also implemented a cloud-based java application that enabled data flow between FinancialForce and Concur.



 





Integrated Monitoring and Project Management System

CoreValue delivered a complex web-based Salesforce solution to ensure flawless data management. The process includes all project management phases from inception to go-live.



Set up and configure Salesforce

with CoreValue


CoreValue experts can help you understand whether your business processes can be accomplished through Salesforce installation, analyze your business challenges and identify how Salesforce overcomes them in the most effective manner. Take a next step to set up and configure Salesforce with us!